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Samantha Palm

Portfolio Manager at Parnassus Investments, LLC

San Francisco, CA , United States

About

Samantha Palm is a Portfolio Manager at Parnassus Investments, LLC, based in San Francisco, CA, where she leads the firm’s fixed-income strategies, particularly the Parnassus Fixed Income Fund. She chairs the firm’s fixed-income committee and is recognized for expanding the ESG footprint within the fixed-income space, overseeing top-down strategic positioning, risk assessment, and engagement with issuers on sustainability factors. Samantha's investment focus spans green and sustainable bonds, investment-grade corporates, and sector-specific analysis within financials, plumbing, paint, and home improvement industries as part of her efforts to capitalize on low-carbon transition opportunities.

Prior to joining Parnassus in 2013, Samantha Palm served as Vice President in the fixed income group at Wells Fargo Securities, and worked as an equity research analyst at Robert W. Baird & Co., bringing more than a decade of capital markets experience. She is also Sector Head for Financials at Parnassus and sits on all the smaller sector teams, contributing to the firm's broad-based ESG strategy.

Palm earned her Bachelor of Science degree with honors in Applied Economics from the University of Wisconsin-Madison. She is noted for pioneering advocacy in ESG fixed income, leading her fund to become a recognized force in sustainability-oriented asset management, and for her continuous industry engagement driving progress in responsible investment practices.

Career History

OrganizationRoleDate RangeDetails
Parnassus InvestmentsPortfolio ManagerMay 2013 to Present
Wells FargoVice PresidentApr 2008 to Mar 2013
BairdEquity Research AnalystJan 2006 to Jan 2008

Education

University of Wisconsin - Madison

Bachelor Of Science, Applied Economics

2003 2006

Others at Parnassus Investments, LLC (16)

NameRoleLocation
A
Andrew Choi
Portfolio ManagerLos Angeles, CA , United States
Colin Rennich
Colin Rennich
Vice President, Advisory ConsultantChicago, IL , United States
Ian Sexsmith
Ian Sexsmith
Portfolio Manager and Senior Research AnalystSan Francisco, CA , United States
Isaac Macieira-Kaufmann
Isaac Macieira-Kaufmann
Incoming Research AnalystSan Francisco, CA , United States
Jake Yoon
Jake Yoon
Research AnalystSan Francisco, CA , United States
J
Jean Lu
Managing Director, Research Team StrategyCA , United States
L
Lori Keith
Director of ResearchOakland, CA , United States
M
Minh Bui
Portfolio ManagerSan Francisco, CA , United States
Rachel Tan
Rachel Tan
Senior Research AnalystCampbell, CA , United States
Daniel Cremisi
Daniel Cremisi
Investment AnalystCharlotte, NC , United States
Showing 1-10 of 16 team members